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WISCONSIN CAPITAL MANAGEMENT, LLC

MADISON, WI · CRD 110394 · IAPD ↗ · plumbfunds.com · 608-960-4616

$293.6MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — WISCONSIN CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — WISCONSIN CAPITAL MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
December 2025 — WISCONSIN CAPITAL MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
December 2025 — WISCONSIN CAPITAL MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.